BFWM
Bright Futures Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.01M | Sell |
10,428
-1,707
| -14% | -$330K | 2.21% | 13 |
|
|
2024
Q4 | $2.9M | Sell |
12,135
-30,599
| -72% | -$7.32M | 2.58% | 10 |
|
|
2024
Q3 | $9.83M | Buy |
42,734
+3,062
| +8% | +$705K | 4.75% | 1 |
|
|
2024
Q2 | $8.72M | Buy |
39,672
+304
| +0.8% | +$66.8K | 4.73% | 1 |
|
|
2024
Q1 | $8.43M | Buy |
+39,368
| New | +$8.43M | 4.56% | 1 |
|